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How to move a task from one project to another

The task management features of the Intervals platform follow a hierarchical structure, where each task belongs to a single project. Sometimes, there might be a need to move a task from one project to another. Here’s how to do it. First, make sure that all of the dependencies on the task have been allocated to […]

How to Copy a Weekly Timesheet

Copying a weekly timesheet is an ideal tool for people who perform repetitive tasks from week to week. And because you select which time entries to copy, this is a fast and convenient way to enter a day or a week’s worth of time all at once. How it works Copying a weekly timesheet is […]

Introduction to the Task Card View (Kanban Board)

The task list page, found under the Tasks tab, provides three different views — the default table view, card view, and simple view. This help article explains the task card view and illustrates how to take advantage of its many features. What is the card view? Like the default table view, the card view includes […]

Introduction to the Default Table View for Tasks

The task list page, found under the Tasks tab, provides three different views — the default table view, card view, and simple view. This help article explains the default task table view and illustrates how to take advantage of its many features. What is the table view? The table view includes a comprehensive set of […]

Introduction to the Simple View for Tasks

The task list page, found under the Tasks tab, provides three different views — the default table view, card view, and simple view. This help article explains the simple view and illustrates how to take advantage of its many features. What is the simple view? Like the default table view, the simple view includes the […]

How to manage project labels

Project labels, found under the Settings & Defaults section of your account, provide a way to customize your workflows at the project level. The labels in your list could be project steps, phases, tags, or categories. It’s really up to you how you want to customize your project labels. For example, this list can be […]

How to view other people’s timesheets

Intervals limits the viewing, editing, and approving of other people’s timesheets to only administrator level users. This is by design. A person’s timesheet captures time across multiple projects. A manager level user may or may not have access to those same projects. An administrator level user, however, is able to view all people and projects, […]

How to create and manage a retainer project

Intervals is a flexible project management tool that is agnostic in regards to fixed price, time and material, and retainer projects. This flexibility enables you to designate and track different types of billable projects. This help article will cover our recommended best practices for configuring and managing a retainer project. Creating the project Create the […]

How do I transfer account ownership to another administrator?

Intervals requires that the administrator level user who initially created the account be designated as the Intervals Administrator. This designation grants that person, as well as the Billing Contact, ownership of the account and authority to request account level changes via our support team. This person cannot have their account deactivated. However, there are scenarios […]

How to add time to a project

While Intervals does place an emphasis on tracking time on individual tasks, it does not require you to do so. You also have the option to add general time to projects. In fact, there are plenty of use cases when tracking time at the project level makes more sense: Phone calls that don’t have an […]

How to Import Time

There are a few scenarios where importing time entries is going to be faster and easier than entering them manually. For example, you may need to initialize your account with historical time tracking data. Or, you may have one or more weeks of time tracking data for your entire team in an Excel spreadsheet. The […]

Introduction to Recurring Tasks

What are recurring tasks? We created the recurring tasks feature so that companies can automate workflows around assigning and managing work that is repetitive in nature. There are an infinite number of different use cases for this feature, however, the common denominator is that each new task is automatically created and appended to a series […]

How to create a recurring task

A recurring task is created like any other task, but with one additional step — a recurring schedule is attached to it. This step of filling out the recurring schedule can be done at the same time the task is created. Here’s how: Go to Tasks → Create a new task Fill out the task […]

How to add recurrence to an existing task

Any existing task can have a recurring schedule added to it. This can be done by filling out the recurrence settings for that task. Here’s how: Click to view the task that you would like to add recurrence to. Click the tab labeled “Recurrence” to reveal the scheduling options Select whether the task should be […]

What is a recurring task profile?

The term “recurring task profile” is a designation given to the task that is serving as the template for the series. For most use cases this will be the first task in the series. While still a task, being the recurring task profile means the task also includes the scheduling instructions for how future tasks […]

Recurring tasks and email notifications

When it comes to notifying people about a task update, recurring tasks function much like any other task. The owners, assignees, and followers who have the relevant email preferences enabled are notified by email. The only person not notified is the one who’s updating the task. This has always been the case, as Intervals doesn’t […]

What happens when the next recurring task can’t be created?

There are some scenarios where Intervals will be unable to repeat the next recurring task in a series. When that happens, recurrence will be halted and the task owner is notified. To resume recurrence, the task first needs to be updated to resolve the issue that caused recurrence to stop. There will be a notice […]

How to manage a task in a series

The most recently created task in a recurring series will typically be the main focus of your team’s work efforts. At some point, however, there will be a need to update an earlier task in the series. This is even more likely to happen if there are two or more tasks in the series that […]

When are recurring tasks created?

Intervals will create each task in the series just after midnight on the day of its next scheduled recurrence. For example, a task set to repeat on the Monday of each week will be created in the wee hours of Monday morning. By the time you’ve sat down to start your work day, the newly […]

Recurring tasks scheduling options

When scheduling a recurring task there are several options that will govern how new tasks in the series will be created. Here’s how each of those options works. Schedule Determines the frequency at which each new task in the series will be created. The options are daily, weekly, monthly, quarterly, and annually. Each of scheduling […]

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